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3,025 hedge funds and large institutions have $348B invested in Visa in 2020 Q4 according to their latest regulatory filings, with 399 funds opening new positions, 1,364 increasing their positions, 988 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 399 | Existing positions closed: 112

38% more repeat investments, than reductions

Existing positions increased: 1,364 | Existing positions reduced: 988

12% more call options, than puts

Call options by funds: $6.07B | Put options by funds: $5.42B

10% more capital invested

Capital invested by funds: $318B → $348B (+$30.4B)

9% more funds holding

Funds holding: 2,7763,025 (+249)

0% more funds holding in top 10

Funds holding in top 10: 558559 (+1)

0.68% less ownership

Funds ownership: 94.36%93.68% (-0.68%)

Holders
3,025
Holders Change
+249
Holders Change %
+8.97%
% of All Funds
53.52%
Holding in Top 10
559
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.18%
% of All Funds
9.89%
New
399
Increased
1,364
Reduced
988
Closed
112
Calls
$6.07B
Puts
$5.42B
Net Calls
+$650M
Net Calls Change
+$636M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
2601
Cardan Capital Partners
Colorado
$376K +$205 +1 +0.1%
TWA
2602
TPB Wealth Advisors
Texas
$375K +$348K +1,700 New
SWA
2603
SOA Wealth Advisors
New York
$374K +$372K +1,816 New
MHR
2604
Matthew Hamilton Rosenberg
$372K
TF
2605
Trek Financial
Arizona
$371K -$363K -1,776 -51%
MAM
2606
Marquette Asset Management
Minnesota
$371K
BWA
2607
Burt Wealth Advisors
Maryland
$369K
SBF
2608
Sara-Bay Financial
Florida
$369K
AFS
2609
Annapolis Financial Services
Maryland
$368K +$344K +1,681 New
FCIM
2610
Fairview Capital Investment Management
California
$367K
AP
2611
Adero Partners
California
$366K -$3.48K -17 -1%
CSPAM
2612
Cary Street Partners Asset Management
Virginia
$366K +$342K +1,672 New
GWA
2613
GGM Wealth Advisors
Maryland
$366K +$358K +1,750 New
III
2614
Independent Investors Inc
New York
$361K -$10.2K -50 -3%
FA
2615
Faithward Advisors
Pennsylvania
$361K +$4.09K +20 +1%
MCA
2616
Mercer Capital Advisers
New Jersey
$360K +$32.7K +160 +11%
GGHC
2617
Gilder Gagnon Howe & Co
New York
$358K -$83.9K -410 -20%
SIA
2618
SkyView Investment Advisors
New Jersey
$358K +$335K +1,638 New
PFA
2619
Pinnacle Family Advisors
Missouri
$357K +$334K +1,632 New
RTC
2620
Riverview Trust Company
Washington
$354K -$81.9K -400 -20%
GCA
2621
Greenwood Capital Associates
South Carolina
$353K -$24.8K -121 -7%
HZ
2622
Hixon Zuercher
Ohio
$353K
CCC
2623
Crescent Capital Consulting
Louisiana
$352K +$329K +1,610 New
W
2624
Wealthquest
Ohio
$351K +$16K +78 +5%
HA
2625
HYA Advisors
Missouri
$350K +$205 +1 +0.1%

V Hedge Fund Activity: Q4 2020 in Review

3,025 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2020, worth a combined $348B — up 9.6% from $318B a quarter earlier.

Buyers outnumbered sellers: 399 funds opened new V positions and 112 closed out — a net gain of 287 holders — while 1,364 added to existing stakes and 988 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.4B. The largest seller was Barclays, cutting an estimated $2.23B.

  • 3,025 institutional investors held Visa (V) as of Q4 2020, up from 2,776 in Q3 2020.
  • Funds reported $348B of Visa stock for Q4 2020, up 9.6% quarter-over-quarter.
  • 399 funds opened new Visa positions in Q4 2020 and 112 closed out, a net change of +287 holders.
  • The largest Visa buyer in Q4 2020 was Morgan Stanley, an estimated $1.4B added.
  • The largest Visa seller in Q4 2020 was Barclays, an estimated $2.23B sold.

Based on aggregated 13F filings for Q4 2020.